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Created by Guest
Created on Jul 4, 2023

Birthday Notification for Marketing Promotions

Add a field for birthday date on either company or contact level to then email a reminder to the account manager to then send an email template out from the CRM offering a promotional discount

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  • Guest
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    Jul 6, 2023

    There would need to be better GDPR compliance from the system to allow this to happen, as it's definitely personal, not business data

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